I was recently asked to create a list of the roles and responsibilities for the primary members of a Supernova team. Here’s a quick way to break them down: Practice Manager’s Rolls and Responsibilities Create and update Gameboard Team Meetings-Schedule at the direction of the VP of Leadership daily, weekly, monthly, Quarterly, Semi-annual, and annual team meetings… Read more »
Having the confidence that you add real value to client relationships enables you to charge more for your services – a fair price that truly represents your efforts. The Supernova process gives you that confidence because you, as an advisor, know that you provide an unparalleled client experience, especially when you follow our 12/4/2 model… Read more »
During a consultation with a corporate client, I had the opportunity to lead a study group of five highly successful sales managers. We shared a number of ideas for helping advisors grow their practices. Gathering meaningful referrals was a frequent topic of conversation. One of the best observations of our half-day session related to the… Read more »
As we turn the page to 2014, what comes to mind but New Year Resolutions. Many make them, but few keep them. Why? Psychologically there are several reasons. One is that they are not our own. They are what someone else thinks would be best for us. Second, they are too ambitious. Too hard to… Read more »